Senior Banking Customer Service Representative Job at Collabera (Jacksonville)

Customer Service Representative

This role involves delivering excellent customer service in a financial services...

Location

United Kingdom , Epsom

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

Job Responsibility

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features

What we offer

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Fulltime

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Patient Financial Representative Senior

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
3-5 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred
College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Senior Solutions Architect & Customer Advisor – Hybrid Cloud, Data and AI

We are seeking an exceptional Senior Solutions Architect & Customer Advisor to s...

Location

United States

Salary:

161000.00 - 268300.00 USD / Year

Rackspace

Expiration Date

Until further notice

Requirements

Bachelor's degree in Computer Science, Information Technology, Engineering or related field
MBA or relevant graduate degree preferred
15+ years of hands-on experience in cloud architecture, enterprise infrastructure or solutions architecture
Proven track record designing and implementing large-scale cloud solutions for enterprise clients
Deep expertise in Hybrid Cloud and Data Center architecture with focus on at least two major platforms (AWS, Azure, GCP) and experience with private cloud platforms (VMware, OpenStack)
Strong technical foundation in infrastructure, networking, security, and cloud-native development
Demonstrated ability to architect solutions from requirements through implementation
Experience working with Banking & Financial Services or Healthcare clients on cloud initiatives
Information security, risk management, and regulatory expertise
Understanding of industry-specific operational models and applications

Job Responsibility

Lead technical discovery engagements to assess current cloud maturity, identify hybrid cloud opportunities, and understand infrastructure and application modernization requirements
Conduct comprehensive assessments of customer technology environments to identify gaps, risks, and transformation opportunities
Translate customer business challenges into technical requirements and cloud architecture specifications
Design end-to-end cloud solutions across private cloud, hybrid cloud, and data center ecosystems, including network and cybersecurity
Develop technical roadmaps that align cloud strategy with business objectives
Create proofs-of-concept, reference architectures, and migration strategies
Architect and optimize hybrid cloud solutions across AWS, Azure, and/or GCP platforms, ensuring resilience, scalability, and operational excellence
Design cloud-native architectures leveraging infrastructure-as-code (Terraform, CloudFormation), automation, and DevOps practices
Provide technical leadership on data center modernization, VMware environments, and private cloud platforms
Advise on AI/ML integration, intelligent automation, and emerging cloud technologies

What we offer

incentive compensation opportunities in the form of annual bonuses or incentives, equity awards, and an Employee Stock Purchase Plan (ESPP)

Fulltime

Senior Account Executive, Compute

The Senior Account Executive will drive enterprise compute and hybrid infrastruc...

Location

United States , New York Metro region

Salary:

210500.00 - 495000.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor's degree in Information Technology, Computer Engineering, or Business or equivalent work experience
5+ years of enterprise software, compute, or cloud infrastructure sales experience targeting FSI clients
Proven track record managing enterprise accounts in financial services or fintech sectors across banking, trading, and insurance
Solid understanding of compute infrastructure, data privacy frameworks, and hybrid cloud operating models compliant with financial regulations
Strong negotiation, executive presentation, and multi-stakeholder engagement experience

Job Responsibility

Drive enterprise compute and hybrid infrastructure sales for major banking, trading, insurance, and fintech clients across the New York Metro region
Develop business growth strategies with core financial institutions
Partner with account leaders, solution architects to deliver compliant infrastructure blueprints aligned to SEC, FINRA, and NYDFS standards
Lead customer engagements around compute modernization, regulatory-ready infrastructure, and AI/ML platform enablement for trading and risk analytics
Navigate complex decision cycles involving IT leadership, procurement, compliance, and cybersecurity teams across top-tier banks, hedge funds, and payment providers
Represent the company at major FSI and fintech conferences in New York and regional customer strategy forums

What we offer

Health & Wellbeing benefits
Personal & Professional Development programs
Unconditional Inclusion environment
Comprehensive benefits suite supporting physical, financial and emotional wellbeing

Fulltime

Reference Data Services Sr Manager

The Reference Data Services Sr Manager accomplishes results through the manageme...

Location

Philippines , City of Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 years work experience, preferably in banking operations
3 to 5 years of experience managing a team
well-developed management skills and relevant experience managing operational functions
project management experience an advantage
amenable to nightshift

Job Responsibility

Manages complex and highly varying issues with significant potential impact on multiple operations' areas, with full management responsibility for one or more teams
lead projects, resolves escalated operations' issues and/or offer solutions at an advanced level
liaises with multiple Operations teams/departments
serves as analytical and/or procedural expert, representing a unit or team on cross functional processes or project deliverables
keeps abreast of the organization's operational procedures and best practices in business strategy and process/quality improvements, using such knowledge to recommend customized business solutions to internal clients
serves as subject matter expert in business, planning and analysis for operations area supported
acts as advisor or coach to new or lower level personnel on operational processes/procedures across multiple functions and/or departments
responsible managing overall resource management and allocation of work for assigned operations area for multiple teams/projects
influences and negotiates with senior leaders (across functions)
may communicate with external parties

What we offer

Global benefits
diversity programs
professional development opportunities

Fulltime

Senior Enterprise Account Executive, Financial Institutions

Prism is hiring an Enterprise Account Executive focused on Financial Institution...

Location

United States , NYC; San Diego

Salary:

145000.00 - 190000.00 USD / Year

Prism Data

Expiration Date

Until further notice

Requirements

Proven enterprise sales success selling credit-risk, underwriting, analytics, or financial-services software into banks or credit unions
Strong FI network in Credit/Risk, Lending, Product, or Data/Analytics leadership
Deep domain knowledge of credit workflows, credit policies / scorecards, risk modeling, compliance considerations, and bank procurement processes
Enterprise sales mastery—expert discovery, multi-threading, value engineering, negotiation, and closing
Partner co-selling experience with bureaus, aggregators, processors, decision engines, or LOS/LMS platforms
Exceptional communication skills across technical, analytical, and executive audiences
High operational discipline with CRM usage, forecasting accuracy, and repeatable process execution
Willingness to travel for client meetings, partner engagements, and industry events

Job Responsibility

Lead proactive market engagement
Build pipeline through targeted outbound outreach, personalized messaging, industry events, and consistent engagement with FI leaders
Partner with Marketing and Partnerships to expand Prism’s visibility among banks and credit unions
Identify and activate new entry points within priority accounts, generating senior-level awareness before formal evaluations begin
Drive enterprise FI sales
Build and execute account strategies for named banks and credit unions
Own full-cycle enterprise deals—from first contact through close
Multi-thread into Credit/Risk, Lending, Product, Data/Analytics, and Digital Banking leadership
Lead rigorous discovery and solution design
Conduct deep, thoughtful discovery to understand each prospect’s goals, workflows, risk posture, constraints, and opportunities—recognizing that no two institutions evaluate cash flow underwriting the same way

What we offer

comprehensive benefits plan, including medical, dental, vision, and 401(k)
additional equity-based compensation
commission-based or variable compensation plan

Fulltime

Identity and Access Management Analyst

The Identity and Access Management Analyst is responsible for fulfilling access ...

Location

Philippines , City of Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree holder and minimum of 4+ years of experience in an Information Security role or related field with service delivery and customer relationship management
Complex application or system knowledge
Interprets the principle of Information Security concepts and policies and ability to apply into day-to-day work
Demonstrate an understanding of the risk associated with cyber security and the controls set in place to manage risk in identity and access management
Proven use of discretion and sound judgment on handling of information with subject to sensitivity
Flexibility to work in various shift to provide on-call, holiday and/or weekend support on a periodic frequency
Proven capability to work within a team, seeks the input of others and greets change with optimism, curiosity and resilience, ability to manage multiple priorities and adjust to evolving work needs
Understand and relates own goals to Citi, business' and teams', create SMART goals and demonstrate accountability to achieve them
Consistently demonstrate clear and concise written and verbal communication in the English language as well as sensitive to audience diversity
Strong analytical skills and proven ability to use (Citi) Lean methodology to identify process improvements

Job Responsibility

Fulfill access requests within a variety of banking applications and infrastructure systems
Manage user roles and access privileges within compliance of set information security policies and standards
Support operations including weekends and public holidays on a rotational basis, as well as assigned on-call emergency support
Handle all kinds complex requests and issues independently by having a good understanding of security administration processes, practices, and policies
Lead resolution of severity issue, identify root cause and come up with corrective action plan to prevent recurrence while providing update to relevant parties
Represent IAM Service Delivery in compliance calls and walkthroughs with audit
provide related audit deliverables in timely manner and ability to analyze and make the right judgment over accuracy, completeness, soundness of information being provided
Creates, maintains and performs annual review of Process Control Manual documents associated with specific systems assigned
Ensure completion of Marketplace requests, troubleshooting incident issues, closure of compliance-related action items and housekeeping tasks are done within operational and controls thresholds at an individual and team level
Understand Continuity of Business and supports its application to IAM processes by maintaining resources like process control document up-to-date, ISA accesses, etc. within applications in scope of support

Fulltime

Senior Banking Customer Service Representative

Collabera

Location:
United States , Jacksonville

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

Expiration:
February 04, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Senior Banking Customer Service Representative

Customer Service Representative

Client Services Representative

Patient Financial Representative Senior

Senior Solutions Architect & Customer Advisor – Hybrid Cloud, Data and AI

Senior Account Executive, Compute

Reference Data Services Sr Manager

Senior Enterprise Account Executive, Financial Institutions

Identity and Access Management Analyst

Senior Banking Customer Service Representative

Collabera

Location:United States , Jacksonville

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 06, 2026

Expiration:February 04, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Senior Banking Customer Service Representative

Customer Service Representative

Client Services Representative

Patient Financial Representative Senior

Senior Solutions Architect & Customer Advisor – Hybrid Cloud, Data and AI

Senior Account Executive, Compute

Reference Data Services Sr Manager

Senior Enterprise Account Executive, Financial Institutions

Identity and Access Management Analyst

Location:
United States , Jacksonville

Category:
Banking

Contract Type:
Not provided

Job Posted:
January 06, 2026

Expiration:
February 04, 2026